Select cost items that match the criteria of a query

You can use a query to select cost items to include in a financial cost item.

1. Click Select Items.
2. On the Find tab of the Select or Find Items popup window, fill in the fields as described as described in the table below.

   Field	Description
   Matching Criteria	Click to select one of the following match criteria from the drop-down: Any – To find cost items that match any of the entered criteria. This is an "or" condition. The results will include items that meet criteria 1 OR criteria 2 OR criteria 3, and so on. All – To find cost items that match all of the entered criteria. This is an "and" condition. The results will include items that meet all entered criteria, that is, criteria 1 AND criteria 2 AND criteria 3, and so on.
   Estimate	Select the checkbox to find items in the estimate. This checkbox does not appear when you open financial cost items in the Catalog tab.
   Alternate	Select the checkbox to find items in alternates. This checkbox does not appear when you open financial cost items in the Catalog tab.
   Change Ord.	Select the checkbox to find items in change orders. This checkbox does not appear when you open financial cost items in the Catalog tab.
   Selected Query	Click to select a saved query to find items. The query criteria and results are displayed. You can save changes to the query by clicking Save As. You can delete the query by clicking Delete.
   Criteria Rows – Each row is a criteria. You must enter at least one row or use a Selected Query.
   Field	Click to select the field you want to find items by. The field column specifies which field (column) you want to search. For example, if you are searching for cost items that have the word Concrete in the Description, you would select Description in the Field column.
   Select By	Click to select the condition for the column you selected. The column you select in the Field column determines what options are available in the Select By column. The option you select could be a mathematical operator, such as = (equal) or > (greater than), or it could be something like Starts with or Contains. The mathematical operators are used for columns that contain only numbers. If you select Type in the Field column, the Select By column also contains the Value and you should not enter a separate Value. For example, you can select "Is Equipment" to look for equipment type cost items.
   Value	Enter the value you want to find. The Value column enables you to specify what information to search for based on the Field and Select By options you selected. For example, if you select to search the Quantity column for cost items that are equal to 0 (zero), you would select Quantity in the Field column, = in the Select By column, and 0 in the Value column. Note that some Fields and Select By options you select do not require you to enter a Value.

3. To use query criteria you have already saved for a filter, click to select the query in the Selected Query field then skip to step 5.
4. On the Find Items popup window, click Find to locate cost items based on the criteria you entered. The cost items that match the criteria display in the bottom half of the popup window.
5. To save your criteria as a query so that you can search for it again, do the following:

   • Click Save.

   • In the Query Name field, enter a name for the query.

   • Click OK. The new query is listed in the Selected Query field.

6. If you didn't find the items you wanted, click Clear to remove all criteria and results.
7. When you have found the cost items you want, click OK.
8. To select only cost items that are a specific cost item type, select the checkbox for the appropriate cost item type under Include these Types. Click All to select all the checkboxes or None to clear all the checkboxes.
   Note: If you select all the cost item types, all of the cost items you selected when you created the query are members of the financial cost item.